Contacts

HubSpot parallel mode
NameEmailCompanyClientStageSourceOwnerLast touch
NameDomainIndustryPhoneOwner

Configured forms

NameSlugGravity IDWebhook URLStatus

Booking links

+ Manage links
NameOwnerLengthLocationPublic URLStatus

Upcoming bookings (next 30 days)

WhenMeetingInviteeOwnerStatus

Campaigns

NameStatusAudienceRecipientsSentOpensClicksBouncesUnsub.Scheduled

Email templates

NameCategorySubjectBrandUpdated

Audiences

NameRulesLive countUpdated

Brand

Used in every campaign and template you don't override. Per-client brand profiles are on the roadmap.

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Suppression list

These addresses never receive marketing email. People are added automatically on unsubscribe, bounce, or complaint.

EmailReasonSource campaignAdded

HubSpot connection

Parallel mode

While ON: pull from HubSpot hourly; push new Tally contacts to HubSpot; suppress our form auto-replies so prospects don't get two emails. Flip OFF when you're ready to make Tally the system of record.

Sync now

Full sync pulls every contact/company/deal/note from HubSpot. Delta sync only pulls changes since last sync.

Sync log

WhenEntityDirectionActionOK?Message

Latest backup

Microsoft Graph (Outlook)

Recent backups

WhenPathSizeOK?Note

My Email Profile

These settings apply to 1:1 emails you send to contacts. They override the brand defaults for your sends only.